Patrick Shope's Linkedin Analytics

If, after reading through the short description of who I typically serve and how I work, you find that we may work well together, feel free to contact me via phone or email for a complimentary, no-obligation initial consultation. I have been fortunate to work with an outstanding group of committed clients for many years. While each client holds their own values and visions unique to them, a few commonalities may help you determine if you would also benefit from my services. - Most clients are either retired or within 10 years of retirement. - My clients place a high value on financial planning and less emphasis on taking high risks trying to generate maximum return. - My clients are long-term investors, comfortable with a custom asset management plan based on their risk tolerance, time horizon, goals, and income needs - not day-trading. - Most clients believe that their wealth is very important to them but no more important than family, faith, health, and community. I am a Fee-Only financial advisor who takes great pride in acting on behalf of my clients. This means I have a responsibility to put my clients' interests well before my own in all recommendations. At the core of our relationship is a custom financial plan geared toward life events such as retirement, wealth transfer, business succession, and asset protection. Communication is key. In addition to regular phone calls and emails, we will establish regular face-to-face meetings, typically 2-4 times per year. Regular contact ensures a much higher probability of finding true meaning and success in your wealth. If you have found you’d like to have a conversation about working together, I’d be happy to dedicate an hour to getting to know you better, discussing your intentions, and determining if I can provide value to you and your situation. To set up an initial meeting, contact me at [email protected] or by phone at (734) 479-1400.